Small Businessman - Brian
Small Businessman - Brian
  • Age 44, divorced, two kids, runs family business
  • New competitive pressure on his printing business
  • Looking for ways to react
  • Takes an aggressive approach

 

Brian's company, Huron Printing, was facing new competition: PressCom. "I've got to be honest," he said to his friend John, "it feels like a losing battle." "I know, Brian," said John, "but you've got to push back ... rise to the challenge." "PressCom is using digital processing equipment," said Brian. "I can't afford that kind of investment!" "But you also can't let yourself get left behind technologically," said John. John told about how a small-business advisor had convinced him to take out a loan and upgrade his own equipment. Now, only two years later, his business had doubled, and the loan was almost paid off. "Maybe I should talk with this advisor ..., said Brian "I'll be happy to introduce you to Tim," said John.

Click on the "PLAY" button to listen to the story.

Find more information about

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other
Government Agency
Not Bank
Guaranteed
Not Bank Deposits or
Obligations
May Lose
Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Heartland Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

BrokerCheck